Points to remember before completing your sale

All sales calls must be recorded.
If you are requesting pre-check (asset viewer) data, you must read the authorisation script, store and record the customer verbally agreeing to you obtaining the data.
You must ensure your calling data is GDPR compliant and has been checked against the TPS (Telephone Protection Service).
Always ensure your customer knows pricing does not include VAT.
The customer will return to standard pricing at the end of their contract term.

You must explain the contract terms and the CPI (Consumer Price Index)

All call recordings must demonstrate you have explained available 24, 36 and 60 month contract terms to your customer. You can use the latest offers PDF to offer pricing incentives for longer term contracts, i.e. 60 month terms can be priced less vs 36 month contracts. There are typically no offers or discounts for 24 month contracts.
In-contract (CPI) price increases must now be conveyed clearly to the customer in pounds and pence, for each year of their contract. PLEASE REMEMBER: This impacts all service providers, not just BT. As of 17/01/25, all BT Business products will be subject to price increases as follows: Broadband Only (SOLUS) packages: £3 per month each year from 1st April. Cloud Voice Express bundles: £4 per month each year from 1st April. Additional CVE licence: £1 per month each year from 1st April. Unlimited Call Plans: £0.50 each per month each year from 1st April. An example of this (for a 36-month SOLUS contract) would be: “Your monthly price is £30.95, increasing to £33.95 on 1 April 2025 and to £36.95 on 1 April 2026.” It is NOT sufficient to state a broader timeframe for when the price rise will occur, e.g. “Your monthly price will increase by £3 each April until the end of your contract”. Broad or vague statements like “Your monthly price will increase by £3 each April until the end of your contract” are not acceptable.
Remember BT Business Guidelines! You are not BT, and should never represent yourself or your business as BT. You are 'An Authorised Supplier for BT'. Please request further brand training if you are at all unsure. Representing yourself as BT Business will result in immediate termination.

If you are placing an upgrade or resign order, read the commission rules to ensure your order qualifies: Click here to read the rules

Add McAfee virus scanning to your Broadband orders for additional commission

BT Business offers a comprehensive cybersecurity solution through their Business McAfee Antivirus Protection.
The service provides real-time protection against malware, viruses, spyware, and ransomware by detecting and removing threats as they occur.
McAfee includes regular updates to defend against emerging threats, scans files and websites, and blocks malicious downloads.
A single licence, priced at £4.99 (excluding VAT), covers up to five laptops or PCs and unlimited mobile devices.
Customers can purchase up to five licences, allowing protection for up to 25 laptops or PCs.
To access the McAfee download, customers must register for a BT Business My Account.

BT Business Broadband order form from Netify

This order form can be used to order Solo and Cloud Voice Express Broadband services. Please use our WhatsApp chat if you have any questions relating to your order.

Reseller company name *

Please enter the company name of the BT Authorised Supplier submitting this order.

Agent's name submitting the order *

First

Last

Email address of the agent completing this order *

Please add the customer's title *

Please enter your customer's first and last name *

First

Last

Have you requested a pre-check for this customer? *

Please read the following authorisation script to your customer. The call recording must be stored for compliance. “I can find out when your current contract ends, your current payment and product details. I have no access to any confidential or financial information pertaining to your account. If you want me to do this, I just need you to confirm your phone number associated with your Broadband and your full company name. Please say “Yes” to authorise me to download the data.”

at the customer

Please confirm that you have represented your business in the correct way vs BT Business guidelines *

Never say you are calling from BT Business. Always say you are 'An Authorised Supplier for BT'. You should never claim to be: An associate of BT, A colleague of BT, In collaboration with BT, An affiliate of BT, Working in an alliance, syndicate, or joint venture with BT, Working on behalf of BT, Doing work for BT, Working with BT, Working for BT, A part of BT, Instructed by BT, Account managing for BT, Supplier for BT, You are an Authorised Supplier for BT.

Please select your order type *

Is your order a winback? If your customer is moving from TalkTalk, Vodafone, Zen, Origin, or Plusnet. they will experience some potential downtime, selling 4G Failover with Broadband Enhanced or Pro will ensure no downtime occurs.

Please enter the business name of your customer *

This should match the entry on Companies House where possible: https://find-and-update.company-information.service.gov.uk/

Please add the customer's main landline number *

Please enter your customer's mobile number *

IMPORTANT: Please inform the customer that they will receive a call from Openreach to arrange access to their premises. This call may come from an 0800 number or the engineer’s personal mobile. They must answer their mobile during the installation process.

Please enter your customer's email address *

IMPORTANT: Please ask the customer to check their email (including their junk folder) for communications from BT Business.

Please add the customer's installation address *

Please also include where they would like the BT Business Hub installed, e.g. Comms room, next to reception.

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Please select the product you have sold *

Please select your Broadband feature package *

Note, if you are ordering 4G EE Failover, please ensure your customer achieves good or better 4G indoor signal strength. https://ee.co.uk/help/mobile-coverage-checker

Please enter the contract term *

60 month terms attract the most commission. Please ensure your customer is aware of their contract term.

Please confirm the monthly fee you have charged your customer *

Please refer to the offers PDF.

Does your customer require Expert Setup? *

Expert Setup is included at no additional cost with the Enhanced and Pro Broadband packages. However, we recommend ordering Expert Setup ONLY if the customer chooses Complete Wi-Fi, as a BT engineer will install the Wi-Fi discs for them. Expert Setup may also be beneficial if the customer has limited IT knowledge or is in a vulnerable situation.

Does your customer require a static IP address? *

Please ask your customer requires a static IP address. If they don't know, they probably do not require a static IP. Note: Broadband Essentials does not come with a free static IP address.

Please enter the connection fee you have charged the customer *

Please refer to the offers PDF. Please ensure you include both the installation fee and Business Hub delivery fee.

Does your customer require McAfee Cybersecurity protection? *

IMPORTANT: Please ensure you are discussing McAfee Cybersecurity with EVERY customer. 1 licence costs £4.99 (excluding VAT) covering unlimited mobiles, and up to 5 laptop or PC devices. Your customer can buy up to 5 licences, to protect up to 25 laptop of PC devices. Ensure you ask how many latop or PC devices your customer is using within the business. Note: You must tell the customer that they will need to register for BT Business My Account to access the McAfee download. McAfee virus scanning software protects customer devices from malware viruses, spyware, and ransomware by detecting and removing threats in real time. It offers regular updates to defend against new threats, scans files and websites, and blocks malicious downloads.

Does the customer have a phone number associated with their existing Broadband service? *

Does the customer require a handset? *

Does the customer require an additional handset? *

You must confirm whether your customer has 10 Employee's or less? *

If the customer has 10 employees or less, they must sign an EEEC document (European Electronic Communications Code). This can be done either at time of order or BT will generate an email which your customer can click to approve. Netify can help with advice to make the signing of EEEC documents simple. Read more here: https://www.ofcom.org.uk/phones-and-broadband/accessibility/proposals-to-implement-new-eecc You can avoid completing an EECC document by option for e-sign order acceptance where the BT system will send your customer an email - please ask to learn more.

Please enter the download and upload speeds provided to the customer (You must always call record telling the customer their speeds unless you are submitting an EECC or e-sign) *

You should always inform the customer of their download and upload speeds using the BT Wholesale checker: https://www.broadbandchecker.btwholesale.com/#/ADSL/AddressHome

Please confirm you have informed the customer that 24, 36 and 60 month terms are available. *

You must ensure your customer is aware of all available contract terms. There are no offers on 24 month contracts. Please always ensure you are offering different pricing for 36 and 60 month contracts - i.e. you should discount the 60 month term to ensure pricing is lower vs 36 month terms.

Please confirm you have explained the CPI (Consumer Price Index) price rises to your customer *

In-contract (CPI) price increases must now be conveyed clearly to the customer in pounds and pence, for each year of their contract. PLEASE REMEMBER: This impacts all service providers, not just BT. As of 17/01/25, all BT Business products will be subject to price increases as follows: Broadband Only (SOLUS) packages: £3 per month each year from 1st April. Cloud Voice Express bundles: £4 per month each year from 1st April. Additional CVE licence: £1 per month each year from 1st April. Unlimited Call Plans: £0.50 each per month each year from 1st April. An example of this (for a 36-month SOLUS contract) would be: “Your monthly price is £30.95, increasing to £33.95 on 1 April 2025 and to £36.95 on 1 April 2026.” It is NOT sufficient to state a broader timeframe for when the price rise will occur, e.g. “Your monthly price will increase by £3 each April until the end of your contract”.

Please ensure you have read the call confirmation script to the customer, ensure they are aware of your company name, i.e. "XYZ Telecom, Authorised Supplier for BT" *

Your sale today is being processed by [INSERT YOUR AUTHORISED SUPPLIER NAME]. You are [INSTALLING NEW]/[WINNING BACK]/[RE-SIGNING]/[UPGRADING] to [INSERT PRODUCT – USE FULL NAME WITH NO ABBREVIATIONS] on [INSERT CONTRACT TERM], with expected download speeds of [INSERT MBPS] and upload speeds of [INSERT MBPS]. The monthly price of £XX.XX is fixed for your contract term but is subject to the CPI (Consumer Price Index increases - you must provide your customer with the figures in pounds and pence). Your benefits include [List benefits package PRO/ENHANCED/ESSENTIALS]. You have added [List any add-ons sold, such as McAfee, Complete Wi-Fi, or additional handsets] at £XX.XX per month/upfront. One-off charges of [INSERT INSTALL FEE AND DELIVERY FEE] for installation, delivery, and additional hardware will appear on your first bill. You will be billed quarterly and in advance. All prices exclude VAT. Contracts are subject to BT’s terms and conditions, available at business.bt.com. Early termination before the end date will incur cancellation fees. Standard pricing applies after your contract ends, and BT will contact you with renewal offers.

Please confirm you have call recorded ALL interactions with your customer *

You must call record all interactions with your customer.

Please confirm the customer is aware that they will return to standard pricing at the end of their contract *

Longer term contracts help to protect the customer against BT package price rises. (This does not include the CPI price rises)

Please add notes to your order as required

Is there anything we need to know about your order, please add notes here.